The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   176,812,681 1,730,404 SH   SOLE   1,730,404 0 0
ALPHABET INC CAP STK CL A 02079K305   300,597,922 2,897,888 SH   SOLE   2,897,888 0 0
AMAZON COM INC COM 023135106   284,297,668 2,752,422 SH   SOLE   2,752,422 0 0
BILL HOLDINGS INC COM 090043100   79,111,500 975,000 SH   SOLE   975,000 0 0
BLOCK INC CL A 852234103   65,310,658 951,357 SH   SOLE   951,357 0 0
CAMDEN PPTY TR SH BEN INT 133131102   38,097,074 363,383 SH   SOLE   363,383 0 0
CAZOO GROUP LTD CL A G2007L204   4,584,902 1,841,326 SH   SOLE   1,841,326 0 0
DANAHER CORPORATION COM 235851102   228,348,240 906,000 SH   SOLE   906,000 0 0
DATADOG INC CL A COM 23804L103   103,760,950 1,428,034 SH   SOLE   1,428,034 0 0
DLOCAL LTD CLASS A COM G29018101   92,159,656 5,681,853 SH   SOLE   5,681,853 0 0
ELEVANCE HEALTH INC COM 036752103   314,050,230 683,000 SH   SOLE   683,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   249,534,477 2,571,725 SH   SOLE   2,571,725 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   93,742,311 1,807,952 SH   SOLE   1,807,952 0 0
GENERAL ELECTRIC CO COM NEW 369604301   53,536,000 560,000 SH   SOLE   560,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   199,876,660 2,998,000 SH   SOLE   2,998,000 0 0
INSULET CORP COM 45784P101   141,056,232 442,238 SH   SOLE   442,238 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   44,678,524 597,067 SH   SOLE   597,067 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   229,584,670 3,279,781 SH   SOLE   3,279,781 0 0
LOWES COS INC COM 548661107   186,118,278 930,731 SH   SOLE   930,731 0 0
LULULEMON ATHLETICA INC COM 550021109   279,637,464 767,834 SH   SOLE   767,834 0 0
META PLATFORMS INC CL A 30303M102   216,301,301 1,020,578 SH   SOLE   1,020,578 0 0
MICROSOFT CORP COM 594918104   448,880,217 1,556,990 SH   SOLE   1,556,990 0 0
MID-AMER APT CMNTYS INC COM 59522J103   54,389,806 360,102 SH   SOLE   360,102 0 0
PNC FINL SVCS GROUP INC COM 693475105   43,069,614 338,864 SH   SOLE   338,864 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   131,313,753 2,096,659 SH   SOLE   2,096,659 0 0
RH COM 74967X103   158,218,604 649,635 SH   SOLE   649,635 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   215,309,462 13,908,880 SH   SOLE   13,908,880 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,976,519 203,555 SH   SOLE   203,555 0 0
SALESFORCE INC COM 79466L302   111,359,769 557,412 SH   SOLE   557,412 0 0
SIGHT SCIENCES INC COM 82657M105   51,146,795 5,852,036 SH   SOLE   5,852,036 0 0
SNOWFLAKE INC CL A 833445109   46,766,379 303,107 SH   SOLE   303,107 0 0
TEMPUR SEALY INTL INC COM 88023U101   237,207,940 6,006,785 SH   SOLE   6,006,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   248,582,340 526,000 SH   SOLE   526,000 0 0
VALVOLINE INC COM 92047W101   26,554,400 760,000 SH   SOLE   760,000 0 0
WARBY PARKER INC CL A COM 93403J106   158,257,204 14,944,023 SH   SOLE   14,944,023 0 0